See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,564 | $210,648-66.0% | $177,989-59.8% | $145,922-51.0% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 12.04% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,197 | $4,565-8.1% | $3,949+6.3% | $4,660-9.9% |
| Participant deferral / active EE | $7,645 | $6,958+9.9% | $6,276+21.8% | $6,688+14.3% |
| Admin fee / account holder | $3,844 | $12,013-68.0% | $10,363-62.9% | $13,397-71.3% |